Writer and philosopher George Santayana is remembered for the phrase, “Those who cannot remember the past are condemned to repeat it.” Given the current state of affairs—coming off 2020 and…
If you’ve forgotten what’s coming this month, you can be forgiven. COVID-19 has been front and center in our lives for so long that it’s difficult to look beyond it.…
Just as you are probably receiving a lot of questions from your customers about how their insurance will respond to the events surrounding the Coronavirus/COVID 19, we are also receiving…
Buying or selling an insurance agency or its book of business is, to say the least, a major decision. There are a host of factors for both the buyer and…
Buying or selling an insurance agency or its book of business is, to say the least, a major decision. There are a host of factors for both the buyer and…
In some cases, the agency has really made a mistake, but in others the agency is a victim of circumstance and in hindsight would have behaved the exact same way.…
I admire a person who can admit it when they’re wrong. In fact, it’s an important part of a healthy relationship. However, there’s a unique relationship that requires a delicate…
In today’s increasingly litigious world, even clients you have a solid relationship with can file an errors & omissions (E&O) claim against your agency if they believe you made a…
